Portside Wealth Group, LLC

Q2 2023 13F Detailed Holdings

Location
Provo, UT
Holdings as of
6/30/2023
Value ($000)
$538,633
Num holdings
369
Date filed
9/1/2023
Form type
13F-HR/A - RESTATEMENT
Prev filing
Next filing
10/27/2023
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 TOWNSQUARE CAPITAL LLC 028-19141